Triple Play (IPTV) não salvará as teles

Richard Stastny comenta que a operadora não possui diferencial competitivo significativo para tirar lucratividade sobre o "bundling":

If some telco asked me if VoD or IPTV is a good idea, I always asked back: Why should I get on the Internet a movie from a telco, if I can get it from the owner direct? Or why should I get TV out of a (very limited) selection from a telco, if I could get it from the TV-station direct?

Ok, one argument was that it is more efficient to distribute the signal locally and not drag it via the whole international IP backbone. Yes, but locally I do not need a telco to recieve TV, I get it over the air, via cable or satellite.